The Hard Work Of Portfolio Protection

My latest for Alpha Baskets looks at funds that can act as diversifiers in the face of a large equity decline. Where these funds are designed to not look like the stock market, it is likely that the results in nominal terms have been lousy as the market has rocketed higher over the last five and a half years.

From the post;

The chart tracks an unnamed alternative-strategy mutual fund in blue and the S&P 500 Index in red. One of the intended attributes of this fund is that it should not look like the stock market. Based on the chart I would say mission accomplished; it does not look like the stock market but the result in nominal terms has not been good for the last few years. The market is up a ton and the fund down kind of a lot.

Please click through to read the entire post.

023 (640x425)


From the North Rim of the Grand Canyon in 2012.

Submit a Comment

Your email address will not be published.

WP-SpamFree by Pole Position Marketing